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Michael Loberman

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michaelloberman on December 15, 2020
Each time you go into a contact or deal record you have to click "thread emails" at the top in order to get a sensible thread of emails (rather than a line item for each reply). This preference is not remembered in any way and you have to do it each read more
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karinamariotti on November 02, 2018
The sales team needs to be able to view a report that shows upcoming close dates for deal in particular stages. Ideally, it would be a report that would show the NEXT 120 days. Currently, the only options for rolling date ranges are for the L read more
April 26, 2022
@kit-lyman this is HUGE, glad this is finally happening! Thank you!
wgoldbeck on January 14, 2020
I am a BD manager at a recruiting firm. We have put a lot of time and effort into creating a beautiful fee agreement template on the Marketing platform to send to our clients. Although we deal with individuals, our real clients are companies, an read more
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Member | Diamond Partner
June 24, 2021
Seeing marketing emails on the deals record would be a real benefit
maxime_dupont on December 05, 2018
Hi there! I would like to add a default "sort" to a column of my custom report (chart-type: table). That way, I wouldn't need to sort data each time I see the report on my dashboard. If we could sort the data in the Visualization tab of th read more
January 19, 2022
Absolute must.. Put it on roadmap please!!
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